Credit Union One — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Credit Union One (EIN 38-0536242) is a plan sponsor located in Ferndale, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-0536242
Location
Ferndale, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,589,772
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,589,772

Contributions & income

Employer contributions
$459,401
Participant contributions
$1,690,241
Total income / additions
$6,678,502

Expenses & distributions

Benefits paid / distributions
$2,239,957
Total expenses
$2,330,798
Net increase / (decrease)
$4,347,704

Coverage

Total reported participants
701
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Credit Union One plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Credit Union One Capital Accumulation Plan033457$27,589,7722023
Credit Union One Health & Welfare Plan501244not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Credit Union One
YearPlanParticipantsSchedulesFiling
2023Credit Union One Health & Welfare Plan24420240827082701NAL0010658881001
2023Credit Union One Capital Accumulation Plan457H, C20241015163936NAL0015094323001

Related Form 5500 pages